China’s control issues
If recent events in China teach us anything, it is that there is a difference between control and resilience. Historically, when governments try this hard to control markets, the control they seek has already been lost.
Don’t fix a ship in a hurricane
The middle of a hurricane is not the time to fix your ship. Rather, the best time to fortify your ship is long before you let it sail from harbour.
CURRENCY WARS: The empire strikes back?
Investors would do well to ensure their portfolios are built to be resilient no matter what unfolds in China.
Chinese reform: One step forward, two steps back
Chinese reform is a big deal. Despite being the second largest economy in the world and experiencing decades of impressive growth, China suffers from structural challenges that hamper its future potential.
(Not) boring finds for April 2015
Our team occasionally uncovers signal in the daily parsing of noise. Since such information can be easily passed over, we thought we’d make it a habit to share some links that we’ve liked recently.
Rockin’ and rollin’ in China
The Chinese stock market has been very hot as of late. Many Chinese indices are up dramatically over the last twelve months.